Messages can be sent to a customer, via email or Commerce Service. These messages are enabled in the Customer Order Setup page in the head office.
Emails are sent when a Customer Order is created on a POS. An eCommerce message is sent when a Customer Order is created on eCommerce using the CustomerOrderCreate web service. You can create a template for emails.
Messages are sent when a shipment is posted, or when Shipping Agent information or the Package Tracking No. is updated.
To activate messages and create an email template for Shipping Agent messages
- Click the
icon, enter Customer Order Setup, and select the relevant link. - To activate email messaging, select the Send Email Messages check box in the Click and Collect FastTab.
Note: This will also activate messaging about changes in Customer Order Status, if the Log Status change Message check box in the General FastTab is active. - To activate Commerce Service messages, select the Send Omni Messages check box in the Omni FastTab.
Note: This will also activate messaging about changes in Customer Order Status, if the Log Status change Message check box in the General FastTab is active. - To access the email Shipping Message template, click the Shipping Message template action.
- Specify the email's subject in the Ship Order Subject field.
- Write the order's message text in the Ship Order Message field.
Note: Here you can enter %1 and %2 in the text, and then that text will be replaced, just before the message is created and sent, with the value in the Agent and Agent Service fields in the Customer Order Default Shipping Agents list.
Tip: Enter empty lines here in the Ship Order Message field, for example to create a space before the Order Tracking Message. - Specify the Order Tracking Message. This text will be added to the Ship Order Message, if there is Package Tracking Information available. Here you can enter %1, and the text will be replaced by the package tracking URL that the customer can use to track the shipment.
When will messages be sent to the customer?
Provided you select the Send Email Messages check box in the Click and Collect FastTab, messages will be sent to the customer when the following happens:
- When a shipment is posted from Sales Order in BackOffice.
- When shipping Agent and/or Package Tracking No. information is changed by using the Update Document action in the Retail Posted Sales Shipment page.
- When a Customer Order is shipped on POS - Picking process.
- When Shipping Agent and/or Package Tracking No. information is changed on the POS.